Mercer Global Advisors has launched a national Women & Wealth practice, establishing a dedicated group focused on advancing women through holistic financial planning, wealth building, and community engagement.
The Denver-based registered investment adviser said the initiative reflects a growing shift in wealth demographics, with women expected to control $34 trillion in assets in the United States by 2030. The firm said the new practice embeds women-centered financial planning and career advancement into its leadership structure, business priorities and client experience.
The practice will be led by Laura Combs, executive managing partner and head of Women & Wealth. Mercer Advisors said the initiative is designed to create stronger support structures for female investors while also expanding opportunities for women fiduciary professionals within the firm.
Mercer Advisors plans to focus the practice on financial areas that often have heightened relevance for women investors, including longevity planning, career transitions, caregiving, business ownership and multigenerational wealth management. These services will be delivered through the firm’s integrated family office platform, which includes investment management, financial planning, estate planning and tax services.
Combs joined Mercer Advisors in 2008 and has led growth efforts across multiple regions, including the firm’s Colorado headquarters market. Most recently, she oversaw the firm’s North division, covering operations from Illinois to Idaho. She also helped launch InvestHERs, a companywide program introduced in 2018 aimed at supporting women investors and financial professionals through mentorship, education and community programming.
Mercer Advisors said nearly 50% of its client-facing team members are women, while women represent about 40% of the company’s executive team. The firm believes these figures reflect a leadership structure that aligns with the evolving demographics of wealth holders and advisory professionals.
Mercer Advisors is headquartered in Denver and provides fee-based family office services, including financial planning, estate and tax planning, insurance solutions and trust administration. The firm manages approximately $96 billion in client assets and operates through more than 110 locations nationwide with over 1,500 employees.
KEY QUOTES
“When we talk about women and wealth, we’re talking about the lived reality of the households our teams serve every day. Meeting women’s needs—building trust, engaging them meaningfully, and sustaining those relationships—is not just sound advice, it’s a business imperative. I’m grateful to my partners at Mercer Advisors for entrusting me with this opportunity as we are committed to being the firm best positioned to serve women with excellence.”
Laura Combs, Executive Managing Partner And Head Of Women & Wealth, Mercer Advisors
“Mercer Advisors has long been at the forefront of women and wealth, thanks to leaders like Laura, our CEO Dave Welling, and many others. Establishing a Women & Wealth practice represents our commitment to permanently invest in the advisory infrastructure required to continue to differentiate ourselves and to build a professional home for fiduciary advisors who want to focus on women. Mercer Advisors is home to some of the industry’s leading female professionals. They are shaping a culture that reflects today’s wealth demographic, establishing our firm as a premier destination for female advisors to help amplify their impact and grow their legacy.”
Daniel Gourvitch, President, Mercer Advisors
